Solutions - Fill The Gap

We provide ongoing / part-time CFO services. This service fills the gap when you require the experience and knowledge of a CFO but do not need a full-time employee. The services provided will be structured to specifically fit the needs of your company and provide you the most value. Typical services include: support for the accounting team; leadership in issue resolution; annual strategic planning session and quarterly goal review / set next quarter goals to support the one-year plan; annual budget preparation for board approval; quarterly financial review, analysis, and comparison to budget; and facilitation of the annual audit and preparation of the annual tax return. 

We provide strategic planning services. The services provided will be structured to specifically fit the needs of your company and provide you the most value. This service fills the gap when you need the expertise and experience to support the company in strategic planning and goal setting. Typical services include annual strategic planning session, quarterly goal review / set next quarter goals to support the one-year plan, annual budget preparation for board approval, effective meeting structure and facilitation, and issue resolution training.

We provide interim CEO / CFO services. This service fills the gap when you need the expertise and experience to support the company during the transition to a new CEO or CFO. The service allows the company to keep moving forward as your Board searches for a permanent replacement.

We provide services for single-issue resolution and / or project support. This service fills the gap when the company needs support for a specific issue or project.